Skip to main content


OneStream Hands-On Workshop Earns High Marks

Untitled (600 X 329 Px)

We are so excited to have partnered with OneStream for our first in-person workshop ‘Drive Better Business Decisions Through FP&A’, on December 15th. Led by a certified OneStream instructor, attendees gained valuable insight into a market leading, corporate performance management platform through hands-on learning. Attending a webinar or watching a demo can’t compare to navigating through a simple workflow yourself. What better way to learn than by exploring how reports are built and used in OneStream?

Participants could earn up to 3 CPE credits in the three-hour workshop which covered a multitude of topics including:

  • OneStream Basics – Navigation
  • Loading Data, Forms, Journals, and Consolidation
  • Budget Data Loading
  • What If Modeling and Variance Analysis
  • Reporting In OneStream (Extensible Docs, Guided Reporting, Analysis Wizard)

Students, a mix of both finance and accounting professionals across multiple industries from the greater Houston area, attended the workshop at Perficient’s educational facility located in the Galleria. Our state-of-the-art facility has personal computers with dual monitors for each student, including HD projection screens. Everyone enjoyed the opportunity to network with peers over lunch in Perficient’s break room designed specifically for student engagement.

“With the pivot to virtual training over the past 18+ months, the facility hasn’t seen the use for which it was intended. It was exciting to have students in the office again. It was evident we all missed the ability to converse in person. We’re looking forward to hosting more workshops in the near future. “ Saju Philips, director CPM.

In addition to being a Diamond Partner, we are also a OneStream authorized training partner. We train clients to use OneStream and provide advanced-level training to the OneStream partner community. We offer three different training options: Public Instructor-Led training, Private Instructor-Led Training, and Customer End-User Training. These courses are a great way for clients to expand their OneStream knowledge.

With the success of our co-sponsored workshop with OneStream, we’re taking it on the road! Our next stop is Dallas, TX. No advanced preparation is required, just a desire to learn about OneStream. If you’re an accounting/FP&A end user in the Dallas area, and you are evaluating corporate performance management solutions for your company, reach out to us and secure your seat!

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Courtney Gardner

Courtney Gardner is a Marketing Coordinator at Perficient.

More from this Author

Follow Us